Adlib Express 4.X to Adlib PDF Express 5.X Migration

PRODUCT VERSION: 5.4 REVISION DATE: October 2015 Copyright

This manual, as well as the software described in it, is furnished under license and may be used or copied only in accordance with the terms of such license. The content of this manual is furnished for informational use only, is subject to change without notice and should not be construed as a commitment by Adlib Publishing Systems Inc. Adlib Publishing Systems Inc. assumes no responsibility or liability for any errors or inaccuracies that may appear in this manual.

Except as permitted by such license, no part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, recording, or otherwise without the prior written permission of Adlib Publishing Systems Inc.

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Portions of this product contain code from OmniPage Capture SDK (registered trademark of Nuance Communications Inc.), Outside In (registered trademark of Oracle), Glyph & Cog, LLC (Copyright 2003-2014), PDFNet SDK from PDFTron™ Systems (Copyright 2001-2014), FreeImage and are distributed by Adlib under license.

Table of Contents

All about Adlib PDF Express ...... 6

What's Included in this Guide...... 6 Adlib PDF Express Management Console ...... 7 Online Help ...... 8 Adlib PDF Express Key Concepts...... 9 Lifecycle of a Job...... 10

What's New in Adlib PDF Express ...... 11 Connectors and Sources ...... 11 Instruction Sets...... 11 Rules and Rule Settings ...... 13 Content Transformation Viewers...... 13 Component Rules and Rule Settings ...... 13

Common Procedures in Adlib PDF Express ...... 14 Document Conversion ...... 15 Optional: Create Additional Sources ...... 16 Bookmarks and Hyperlinks ...... 19 Watermarks...... 24 Headers and Footers...... 27 Optical Character Recognition (OCR) ...... 30 PDF/A ...... 32 Registry Settings ...... 34 Fault Monitoring and Recovery Settings (FMR)...... 34 User-Defined Registry Keys...... 35 Helper Applications...... 37 Script to Object Data Conversion...... 38

Troubleshooting ...... 40 Job Status Details...... 40 Problem Submission...... 41

Other Important Stuff to Know: ...... 43

Appendix A – Contact Adlib Software ...... 44

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List of Figures

Figure 1 - Management Console ...... 7 Figure 2 - Help Center Button...... 8 Figure 3 - Contextual Help Icon...... 8 Figure 4 - Edit Tab and Rule Setting Categories...... 11 Figure 5 - Drag Rule Setting...... 12 Figure 6 - Rule Setting Edit Menu...... 12 Figure 7 - Sources Tab ...... 15 Figure 8 - Monitoring Tab ...... 16 Figure 9 - Drag Folder Source...... 16 Figure 10 - Pencil Icon...... 17 Figure 11 - Folder Source Fields ...... 17 Figure 12 - Environment Page...... 18 Figure 13 - New Instruction Set Button...... 18 Figure 14 - Drag Folder Source into Instruction Set ...... 19 Figure 15 - Select Transformation Rules ...... 20 Figure 16 - Expand Rule Setting Category ...... 21 Figure 17 - Drag MS Word Setting ...... 21 Figure 18 - Hyperlinks Settings ...... 22 Figure 19 - Bookmark Settings ...... 23 Figure 20 - Publish Instruction Set...... 24 Figure 21 - Drag Watermark Rule Setting...... 25 Figure 22 - Watermark Rule Setting ...... 26 Figure 23 - Drag Header Rule Setting ...... 28 Figure 24 - Header Rule Setting...... 28 Figure 25 - Publish Instruction Set...... 29 Figure 26 - Select Transformation Rules ...... 30 Figure 27 - Drag OCR Rule Setting ...... 31 Figure 28 - OCR Rule Setting...... 31 Figure 29 - Drag PDF/A Rule Setting...... 33 Figure 30 - Compatibility Rule Setting ...... 33 Figure 31 - System Settings Configure Menu ...... 34 Figure 32 - Engine Registry Settings ...... 35 Figure 33 - User-Defined Registry Key ...... 36

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Figure 34 - Configure Folder Connector Settings...... 37 Figure 35 - Drag Helper Application Rule Setting...... 37 Figure 36 - Helper Application Setting ...... 38

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All about Adlib PDF Express

Adlib PDF Express builds on the capabilities of Adlib Express and provides valuable enhancements such as centralized configuration, administration and job monitoring, easy scale-up and a built-in database. The Adlib PDF Express user interface, known as the Management Console, offers users a window into the operation and health of the entire system. Using the Management Console, users can:  Configure Component initialization settings to tailor the system according to their unique business requirements  Add custom integrations into existing document repositories and databases for seamless file transfer into Adlib PDF Express  Create metadata-driven transformation rules to precisely control document rendering  View system-wide Component and job processing logs and enable email system health alerts  Troubleshoot unexpected behavior and generate issue reports for submission to Adlib Support During a complete installation of Adlib PDF Express, all of the required Components and settings are configured by default to allow users to convert documents to PDF without any manual manipulation of the system; however these settings can be customized as required.

What's Included in this Guide

The Adlib PDF Express Migration Guide is designed to introduce Express users to the new concepts in Adlib PDF Express and to demonstrate how to perform common functions. These topics include:  Components, Sources and Rule Settings  Rule creation and the use of viewers  Basic document conversion  Adding new Sources (connections to data repositories)  Bookmarks, Hyperlinks and Document Stamping Rule Settings  Optical Character Recognition  System Monitoring and Troubleshooting This Guide is not meant to be an exhaustive list of all of the functionality available in Adlib PDF Express but rather it is an introduction to the concepts and capabilities you can expect. There are a variety of other Guides available for use with Adlib PDF Express, including an Installation Guide, a User Guide, a Technical Reference Guide, which details all of the rule settings and Component configuration options available in the product, and an XML Job Ticket Guide.

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Adlib PDF Express Management Console The Adlib Management Console is a web-based administrative interface that provides centralized management of Adlib PDF Express for system configuration, health monitoring, and reporting. The Home page provides an overview of the Management Console with shortcuts to three functional areas:  System Settings, to configure software Components and define Sources.  Job Settings, to configure Instruction Sets.  Monitoring, to monitor and troubleshoot jobs and system Components.

Figure 1 - Management Console

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Online Help The complete list of Adlib PDF Express user guides can be accessed by clicking the Help Center button at the top right-hand corner of the Management Console.

Figure 2 - Help Center Button

Contextual help is also available for many of the individual windows within the Management Console. This content can be viewed by clicking the question mark icon on the right-hand side of the screen.

Figure 3 - Contextual Help Icon

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Adlib PDF Express Key Concepts Adlib PDF Express is composed of several Components which interface with users, manage jobs, perform transformations, monitor services, and report system and job status.

Connectors: Connector Components monitor Sources for content. Connectors submit the content as jobs to Adlib PDF Express and receive completed job output. When these Components are inoperative, new jobs will not be initiated from Sources. One Folder Connector Component is included with an installation of Adlib PDF Express. For more information on the other types of Connectors that are available, please contact Adlib. Services: This is a layer of WCF-based (Windows Communication Foundation) services used primarily by the Management Console. The Job Management Service is a set of web service calls that permit external integration with Adlib PDF Express. System Managers: System Manager Components manage jobs received via web services and are responsible for monitoring the health of all Components and issuing alerts.

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Engines: Engine Components perform the transformation of files. When these Components are inoperative, jobs may still be received and queued by the system, but will not be completed until one or more Engines become available. Process Managers: Process Manager Components control individual processes on a single machine within Adlib PDF Express. There will be one Process Manager Component automatically installed on each machine on which any Adlib Components reside. Process Managers start, stop, monitor and restart the processes assigned to it.

Lifecycle of a Job The process of document transformation begins when a Connector detects input in a Source repository that it is monitoring. When a new job becomes available, the Connector extracts the content from the Source and submits it to the Job Management Service. The System Manager is constantly polling the database for jobs it can process. When a new job is detected, the System Manager evaluates the Transformation rules associated with the content from that Source, creates a job ticket and submits the ticket to the database. The Transformation Engine picks up the job, performs the transformation according to the job ticket and writes the completed job back to the database. The Connector, which has been polling the database for completed jobs, uploads the transformed job into the Source output folder or repository. In addition to the Components that perform content transformation, Adlib PDF contains a Process Manager whose role it is to stop, start and monitor the Transformation Engine, Connector(s) and System Manager. The System Manager also monitors the health of Adlib PDF Components and reports alerts to the system administrator.

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What's New in Adlib PDF Express

Connectors and Sources In Adlib Express, content to be rendered was place in watched folders; in Adlib PDF Express those folders are now referred to as Sources. Folder Sources are monitored automatically by the Folder Connector. During installation, one Folder Source is created, including an Input and Output subfolder and that Source is associated with the Folder Connector. Additional Folder Sources can be created by the user and associated with the installed Folder Connector (see Common Procedures in Adlib PDF Express for detailed instructions on creating new Sources). While multiple folder Sources can be created as needed, only one Folder Connector Component can be installed with Adlib PDF Express. Integrations into other business applications can be achieved programmatically by creating an integration that will connect to Adlib PDF Express. Within the Management Console, these Components are referred to as Generic Connectors and Generic Sources. For more information on creating this type of integration, please contact Adlib.

Instruction Sets In Adlib Express, document rendering instructions were submitted through XML Job Tickets. In Adlib PDF Express, those instructions, called "Rule Settings" are now created within the drag-and-drop user interface of the Management Console. To mimic the grouping of configuration rules within a Job Ticket, all of the Rule Settings that are to be applied to a particular set of input data must be dragged into the same Instruction Set in the Rule Set Editor. This visual representation of a Job Ticket is made up of one or more Transformation Rule Settings, which provide specifications for how the content in rendered, and optionally, one or more Job Acceptance Rule Settings, which can used to create priority processing rules or direct content from a Source to a specific Transformation Engine Group in a multi-server environment. To add a Rule Setting to an Instruction Set, first ensure that the Edit tab has been selected in the Rule Set Editor, then locate the Setting within the relevant Settings category under the banner labeled "Settings".

Figure 4 - Edit Tab and Rule Setting Categories

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Click and drag the setting to the area surrounded by the dotted line labeled "Drag a Setting Here" on the right hand side of the Rule Set Editor.

Figure 5 - Drag Rule Setting

To open the Setting for editing, click the pencil icon in the banner of the Rule Setting. If a Rule Setting has been dragged into the Instruction Set in error, click the down arrow and select Delete.

Figure 6 - Rule Setting Edit Menu

For more information on the procedure for the creation of an Instruction Set and the configuration of specific Rule Settings, see Common Procedures in Adlib PDF Express. Rather than being referenced by the code within an XML Job Ticket, the content input and output locations are determined by the Source that is assigned to the Instruction Set. If desired, more than one Source can be associated with a particular Instruction Set, but multiple Instructions Sets cannot be associated with the same Source because only one group of rendering instructions can be applied to an input document. In place of multiple Job Tickets or multiple configurations, additional Instruction Sets can be created and assigned to additional Sources in order to produce the desired output. During the installation of Adlib PDF Express, a default Folder Source input and output folder structure is created and associated with a default Instruction Set. This Instruction Set contains one Convert to PDF Rule Setting by default, so that any content placed the input folder can be converted to PDF after an out - of-the-box installation. The default Source folders and Instruction Set can be renamed and moved a s required, provided that the Folder Connector Component has access to the new Source location on the network. Rule Settings can be added to the Instruction Set as required; these settings will replace the installation default once the Instruction Set has been published.

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Rules and Rule Settings Rules and Rule Settings form the core functionality of Adlib PDF Express. The configuration of these rules enables the user to fine-tune both document conversion and the behavior of Components within the system. There are three types of Rules and Settings that are used within Adlib PDF:  Component Initialization Rules and Settings define configuration settings for the initialization of Components upon start up.  Job Acceptance Rule Settings enable priority and engine specific processing.  Transformation Rule Settings define conversion settings for a job.

Content Transformation Viewers As was the case in Adlib Express, the Adlib PDF Express Transformation Engine uses a "viewer" to open a file in preparation for transformation to the specified format. There are 3 types of viewers used by Adlib PDF: native application viewers (e.g. Microsoft Word), Adlib file-type viewers (formally IFTS), and a Generic viewer (formally EFTS). Each viewer is used to render specific file types; viewers are automatically selected by the Transformation Engine during job processing based on file header and/or extension information. If desired, viewers can be configured to apply specific defaults (such as image compression settings or font embedding) to the transformation of documents through the use of viewer or file type-specific Rule Settings. Although not strictly necessary, these settings provide more precise control of document rendering attributes. For example, using the Rule Setting “Convert To Pdf/MicrosoftWord”, the user can control elements such as the compression of images, the embedding of fonts, and the creation of content bookmarks when rendering MS Word documents. Rule Settings are categorized within the Rule Set Editor for ease of use. The viewer settings begin with the words "Convert to", followed by the file type of the output that will be rendered. When expanded, the Rule Settings within that category are labeled according to the type of "viewer" that will be used to render the file, such as a native application or an Adlib file type viewer. The PDF and Image Processing categories contain Rule Settings that allow the user to configure job processing instructions, such as headers and footers, watermarks and image compression when producing PDF or Image output. Important: In order to process file types that are not associated with a Native Application or the Adlib viewer type, the Generic viewer Rule Setting (Convert To PDF/Generic) must be part of the Instruction Set used to render the file. For a list of all supported Native Applications and their associated Rule Settings, File Types, and the alternate viewers available, please refer to the Adlib PDF Express User Guide.

Component Rules and Rule Settings The Adlib Management Console is a powerful tool in that it enables users to configure not only content input and output and conversion rules, but Component rules as well. The Rule Settings for each Component can be viewed and modified as necessary on the System Settings page. While the installation defaults are predetermined for optimal performance, several modifications may be helpful in certain circumstances, such as the designation of input and output file naming conventions within the Folder Connector Component, or the modification of engine user credentials. For a comprehensive list of all available System Settings, see the Adlib PDF Technical Reference Guide.

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Common Procedures in Adlib PDF Express

The following section provides step-by-step instructions on how to perform common procedures in Adlib PDF Express. Where applicable, the Adlib Express user interface is referenced for comparison purposes. Topics covered in this section include:  Document Conversion  Bookmarks and Hyperlinks  Watermarks  Headers and Footers  Optical Character Recognition  PDF/A  Registry Settings  Helper Applications

While this manual details the creation of processing rules using the Adlib Management Conso le, users should note that legacy Job Tickets continue to be supported within Adlib PDF Express. Only one method of job processing can be used at a time, and any available Job Tickets will be given precedence over rules created within Instruction Sets.

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Document Conversion Adlib PDF Express contains default settings upon installation that will enable to a user to perform basic document to PDF transformation without having to configure any Components or rules within the system.

 TO PERFORM A BASIC DOCUMENT CONVERSION TO PDF: 1. Log in to Adlib PDF Express. 2. To view the input folder location, navigate to the System Settings window, then click the Sources tab. The input and output folders paths will be displayed within the default Folder Source workspace. If desired, these folders can be renamed.

Figure 7 - Sources Tab

3. Copy the document to be rendered into the input folder. The file will disappear from the input folder and will be deposited in the output folder, along with the rendered PDF. 4. Navigate to the Monitoring tab. The Job Status tab will be open and the current job will be displayed. Click the Refresh button to view the completed status of the job.

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Figure 8 - Monitoring Tab

For more information on the job processing details that can be accessed on the Monitoring tab, see Troubleshooting.

Optional: Create Additional Sources In order to configure document transformation rules that vary based on the input content, one or more additional Folder Sources can be created and assigned to one or more additional Instruction Sets.

 TO CREATE A NEW SOURCE AND ASSIGN IT TO A NEW INSTRUCTION SET: 1. To create another Source, drag a Folder Source type from the left banner to the work area on the left hand side.

Figure 9 - Drag Folder Source

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2. Give the Source a Name and optional Description. 3. Click the pencil icon to open the Source for editing.

Figure 10 - Pencil Icon

4. Specify the Input and Output folder paths in the applicable fields. To assign the Folder Connector Component, click the plus sign adjacent to the Connectors field and select the Folder Connector from the drop-down list.

Figure 11 - Folder Source Fields

5. Navigate back to the Environment page (click the System Settings tab), and click the green caution icon to publish the changes and activate the new Source.

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Figure 12 - Environment Page

6. Click the Job Settings tab.

Figure 13 - New Instruction Set Button

7. Click the New Instruction Set button and give it a Name and optional Description. 8. Drag the new Source from the left pane (labeled Unassigned Sources) to the work area.

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Figure 14 - Drag Folder Source into Instruction Set

9. Create Job Acceptance and Transformation Rules as desired within the new Instruction Set.

Bookmarks and Hyperlinks Within the Express user interface, the transfer of hyperlinks and bookmarks from source documents into rendered documents was configured by selecting the Enable Bookmarks and Enable Hyperlinks checkboxes on the Conversion tab.

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Using the Adlib PDF Express Management Console, these settings are created with a Transformation Rule Setting. Various bookmark and hyperlink settings can be found in the Microsoft Office native application viewer rule settings. Custom bookmarks and hyperlinks can also be created using the PDF Processing Bookmarks and PDF Processing Hyperlinks Rule Settings. The following example outlines the use of the MS Word native application viewer Rule Setting to configure bookmarks and hyperlinks in the rendered output.

 STEP 1 - CREATE A BOOKMARK AND/OR HYPERLINK RULE SETTING: 1. Navigate to the list of Instruction Sets on the Job Settings tab. 2. Select Transformation Rules from the Configure menu located in the banner of the desired Instruction Set.

Figure 15 - Select Transformation Rules

3. The Rule Set Editor tab opens. Select the Edit tab. 4. Expand the Convert to PDF category in the Settings pane.

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Figure 16 - Expand Rule Setting Category

5. Drag the MS Word Rule Setting from under the Convert to PDF category to the dotted area in the work area labeled “Drag a Setting here”.

Figure 17 - Drag MS Word Setting

6. Click the pencil icon to open the rule for editing.

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7. To enable the recreation of hyperlinks found in the source document, click the Hyperlinks checkbox. To set the destination of NoteRef hyperlinks to the location of the referenced note, rather than the location of the note reference mark, click the Redirect Note Ref Destination checkbox and select true in the adjacent drop-down field.

Figure 18 - Hyperlinks Settings

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8. To enable default bookmarks based on up to 9 levels of Heading styles, click the Bookmarks checkbox. Settings are also available to create bookmarks based on custom styles, sequence fields or TC fields within the source document. Group settings can be used to arrange bookmarks in a logical order and hierarchy, and Orphan settings are useful to determine how bookmarks without a place in the hierarchy.

Figure 19 - Bookmark Settings

9. Click OK, then click Save in the Rule Set Editor.

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 STEP 2 - PUBLISH THE INSTRUCTION SET: 1. Click the Job Settings tab and click the green caution icon to activate the rule that was just created. The message “Instruction Set Successfully Saved” will be displayed.

Figure 20 - Publish Instruction Set

Watermarks In Express, watermarks and other stamping settings were found on the Publishing tab of the user interface.

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In Adlib PDF Express, the watermark settings are found in the PDF Processing / Watermark Rule Setting.

 STEP 1 - CREATE A WATERMARK RULE: 1. Navigate to the list of Instruction Sets on the Job Settings tab. 2. Select Transformation Rules from the Configure menu located in the banner of the desired Instruction Set. The Rule Set Editor tab opens. Select the Edit tab. 3. Expand the PDF Processing Category under the Settings banner on the left pane, and then click and drag the Watermark Rule Setting to the dotted area in the work area labelled “Drag a Setting here”.

Figure 21 - Drag Watermark Rule Setting

4. Click the pencil icon to open the Setting for editing. 5. Enter the watermark Text. 6. If desired, modify the defaults for the watermark Position, Orientation and Font by clicking the checkbox associated with the section. 7. Modify the default Opacity of the watermark if desired, as well the pages of the document on which the watermark will be positioned. 8. For example, to create a large, partially transparent watermark that reads "Confidential" that is displayed diagonally across the first page of the document only, enter the following information: Text: Confidential Position/Alignment: Center (default) Orientation/Degrees: 45 Font/Size: 48 Opacity: 25 (default) Pages: 1

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Figure 22 - Watermark Rule Setting

9. Click OK, then click Save in the Rule Set Editor.

 STEP 2 - PUBLISH THE INSTRUCTION SET: 1. Click the Job Settings tab and select Publish from the Action drop-down menu to activate the rule that was just created. The message “Instruction Set Successfully Saved” will be displayed.

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Headers and Footers Likewise, the header and footer settings are found on the Publishing tab in the Express user interface:

Header and Footer Rule Settings can be accessed from the PDF Processing category in Adlib PDF Express.

 HOW TO CREATE A HEADER: 1. Select Transformation Rules from the Configure menu located in the banner of the Instruction Set. The Rule Set Editor opens. Click the Edit tab. 2. Expand the PDF Processing Category under the Settings banner on the left pane, and then click and drag the Header rule setting to the dotted area labelled “Drag a Setting here” in the work area on the right.

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Figure 23 - Drag Header Rule Setting

3. Click the pencil icon to open the rule for editing. 4. Enter the header text in the Left, Center and/or Right fields in the Text section. 5. If desired, modify the information in the Margin, Font and/or Background sections according to the desired result.

Figure 24 - Header Rule Setting

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6. Click OK, then click Save in the Rule Set Editor.

Figure 25 - Publish Instruction Set

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Optical Character Recognition (OCR) The Optical Character Recognition options are found on the Recognition tab in the Express user interface:

In Adlib PDF Express, the OCR Rule Setting is found in the Convert to PDF category.

 HOW TO CREATE AN OCR RULE: 1. Select Transformation Rules from the Configure menu located in the banner of the Instruction Set. The Rule Set Editor opens.

Figure 26 - Select Transformation Rules

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2. Expand the Convert to PDF Rule Settings category and drag the OCR Setting to the left pane to the dotted area in the rule labelled “Drag a Setting here”.

Figure 27 - Drag OCR Rule Setting

3. Click the pencil icon to open the rule for editing. 4. If desired, modify the Character Sets field if a language other than English is used in the documents to be converted. Custom Word Correction settings can also be modified as necessary. 5. To disable the Auto Rotate Page and Deskew Content settings, select false in the adjacent drop-down fields. Figure 28 - OCR Rule Setting

6. Click OK, then click Save in the Rule Set Editor.

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PDF/A In Adlib Express, the PDF/A output setting is accessed via the Covert To PDF options button on the Outputs tab.

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In Adlib PDF Express, PDF/A settings are configured in the Compatibility Rule Setting, which is located within the PDF Processing category.

 HOW TO CREATE A PDF/A RULE: 1. Select Transformation Rules from the Configure menu located in the banner of the Instruction Set. The Rule Set Editor opens. 2. Expand the PDF Processing category and drag the Compatibility rule setting from under the Settings banner on the left pane to the dotted area in the rule labelled “Drag a Setting here”.

Figure 29 - Drag PDF/A Rule Setting

3. Click the pencil icon to open the rule for editing. 4. Select Pdf A, and then choose the desired Version from the drop-down field.

Figure 30 - Compatibility Rule Setting

5. Click OK, then click Save in the Rule Set Editor.

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Registry Settings Any registry settings that were configured in Adlib Express will not be retained when Adlib Express is uninstalled. Those settings must be reconfigured within Adlib PDF Express using the Management Console. If the desired registry setting is not available in the Engine Registry rule, user-defined registry keys can be defined. For more information, see User-Defined Registry Keys.

Fault Monitoring and Recovery Settings (FMR) Many Express registry settings such as the Fault Monitoring and Recovery settings can now be configured within the Express PDF Management Console. To access the FMR settings, navigate to the Systems Settings page and select Transformation Engine from the Configure menu.

Figure 31 - System Settings Configure Menu

Drag the Engine Registry Setting into the Rule Set Editor under the Common rule. Edit the fields in the setting as desired.

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Figure 32 - Engine Registry Settings

User-Defined Registry Keys In order to recreate registry keys that were configured in Adlib Express, users can define registry keys by specifying a relative path, type and value for the key within the Engine Registry System Setting for the Transformation Engine.

 TO ADD A USER-DEFINED REGISTRY KEY: 1. Click the System Settings tab and select Transformation Engine from the Configure menu. 2. Select the Edit tab in the Rule Set Editor to enable the rules for editing. 3. If the Engine Registry Rule Setting is not currently enabled, drag the setting from the left pane to the Rule Set Editor and click the pencil icon to open the Setting. 4. Click the Registry Value checkbox and specify values for the Relative Path, Type and Data. 5. In the Relative Path field, enter the Registry key path and key name relative to \Adlib\> For example, to create a key for FI settings and a SearchByteDepth Dword value, enter the following: Relative Path: Adlib\1.0.0\FI Settings\SearchByteDepth Type: Dword Data: 24000

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Figure 33 - User-Defined Registry Key

6. Click OK and Save the rule. 7. Navigate back to the System Settings page and click the green caution icon to publish the changes to the rule set.

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Helper Applications Helper applications allow for the execution of external code during specific events in the processing of a job. The settings that launch Helper Applications can be configured in the Folder Connector System Settings within Adlib PDF Express.

Figure 34 - Configure Folder Connector Settings

Figure 35 - Drag Helper Application Rule Setting

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Use this setting to specify the Class Name and the Event that will initiate the Helper Application, which should be located in the Folder Connector program directory.

Figure 36 - Helper Application Setting

Script to Object Data Conversion Customers who are currently using scripts in the legacy Express product can replace the Express Replacement Variables with the corresponding Object Data shown in the table below to perform the same functions in PDF Express. Table 1 – Script to Object Data Conversion

Express Variable Name What to use in Object Data & Description Adlib PDF &[InputFolder] Path to the jobObject.SourceFiles[0].FullName; source input The fully qualified path to the Input folder. &[OutputFolder] Path to the jobObject.OutputFiles[0].Folder source output The fully qualified path to Note: Object data is available only with the Output folder. ExecuteFileTransfer and ReleaseJob events &[DestinationFolder] Path to Folder ${Adlib.Connectors.Folder.SourceOutputParentFolder} Connector's Express moves files from Destination Input folder after Folder (Input file processing is complete. handling) Separate location from the Output files.

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&[PDFFolder] Use source ${Adlib.Connectors.Folder.SourceOutputParentFolder} output Folder The fully qualified path to the PDF folder. &[TextFolder] Use source ${Adlib.Connectors.Folder.SourceOutputParentFolder} output Folder The fully qualified path to the Text folder. &[ImageFolder] Use source ${Adlib.Connectors.Folder.SourceOutputParentFolder} output Folder The fully qualified path to the Image folder. &[ErrorFolder] Connector error N/A folder The fully qualified path to the Error folder. &[SourceFile] Fully qualified jobObject.SourceFiles[0].FileName; path to file in the The fully qualified path to source input the Source file (the input file). &[ProcessedFile] Fully qualified jobObject.OutputFiles[0].FullName path to file in the The fully qualified path to source output Note: Object data is available only with the Processed file (the ExecuteFileTransfer and ReleaseJob events output file).

For more information on the use of Help Applications with PDF Express, please refer to the Technical Reference Guide and the Helper Application Resource Guide.

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Troubleshooting

The pages on the Monitoring tab provide detailed information about each job submitted; user can access this information to troubleshoot the system in the event that a document fails to be converted. The Job Status page includes a search function where criteria are defined to query the database for job information based on criteria specified. Search results are displayed in the grid portion of the page. To reset the filter criteria, click the Reset button to the left of the Execute Search arrow.

An Export option is available to export Job Status to Excel spreadsheet format. A Problem Submission option collects information about selected jobs and packages it into a file that can be submitted to Adlib Support to expedite issue resolution. The Job Id parameter provides a link to System Log entries related to that job. This is used to determine whether a system Component was the reason that a job did not successfully complete.

Job Status Details Click the plus sign in a job row to expand the Job Status details. The information is divided into 4 tabs:

Click the Job tab to access the job processing details.

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Click the Job Processing button to view the Job Processing log in an XML Visualizer in either Treeview or Source format Expand each section to view more detail.

Problem Submission Select the row of the job and click the Problem Submission button.

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A zip file will be created that contains an XML log file.

Submit this file along with a description of the issue to Adlib Support.

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Other Important Stuff to Know:

At Adlib we want to help make your transition from Express to Adlib PDF Express as seamless as possible. Feel free to contact Adlib Customer Success for more information on topics such as:  Options for processing additional types of input such as email  Connections to data repositories such as Microsoft SharePoint, EMC Documentum, and IBM FileNet.  Using Express Web Services  Configuration options that were available in Express, but can't be located in PDF Express

Also…access valuable tips and tricks in our great new Customer Portal at https://portal.adlibsoftware.com

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Appendix A – Contact Adlib Software

Please contact Adlib Software if you have any questions or comments.

Web: www.adlibsoftware.com

Email: [email protected] for General Inquiries [email protected] for Customer Success [email protected] for Sales Support [email protected] for Technical Support

Phone: 905-631-2875

Fax: 905-639-3540

Toll Free: Sales: 1-866-991-1704 Support: 1-866-991-1705 (North America Only)

Mail: Adlib Software 215-3228 South Service Road, Burlington, Ontario. L7N 3H8 Canada

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